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iShares iBoxx $ High Yield Corporate Bond ETF
HYG

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
476
Argonautica Private Wealth Management
Massachusetts
$732K +$24.5K +319 +3%
GWMR
477
GC Wealth Management RIA
Massachusetts
$732K – – –
SIA
478
Sovereign Investment Advisors
Arizona
$721K -$3K -39 -0.4%
CAS
479
Coppell Advisory Solutions
Texas
$717K +$715K +9,298 New
GWM
480
Geneos Wealth Management
Colorado
$717K -$82.3K -1,070 -10%
AWM
481
Avior Wealth Management
Nebraska
$716K -$180K -2,344 -20%
AAS
482
Annex Advisory Services
Wisconsin
$710K -$77 -1 -0%
BS
483
Banco Santander
Spain
$710K – – –
CFG
484
Cosner Financial Group
Colorado
$702K -$15.3K -199 -2%
MAWA
485
Moss Adams Wealth Advisors
Washington
$696K -$977K -12,707 -58%
FIA
486
Foundations Investment Advisors
Arizona
$681K -$117K -1,528 -15%
BA
487
Bridgewater Associates
Connecticut
$681K – – –
JPLA
488
Joseph P. Lucia & Associates
New York
$671K +$15.7K +204 +2%
CW
489
CreativeOne Wealth
Kansas
$671K -$69.6K -905 -9%
SOS
490
Silver Oak Securities
Tennessee
$668K -$4.84K -63 -0.7%
UB
491
UMB Bank
Missouri
$658K +$42.1K +548 +7%
DWP
492
Daymark Wealth Partners
Ohio
$657K +$655K +8,519 New
RWPA
493
Richard W. Paul & Associates
Michigan
$652K +$108K +1,402 +20%
WB
494
Webster Bank
Connecticut
$652K -$140K -1,815 -18%
WCP
495
Wick Capital Partners
Pennsylvania
$638K +$77.2K +1,004 +14%
MWM
496
Modern Wealth Management
Kansas
$637K -$77 -1 -0%
FFN
497
Focus Financial Network
Minnesota
$632K +$6.61K +86 +1%
SWM
498
Sagace Wealth Management
Florida
$632K +$621K +8,075 New
EPM
499
Elm Partners Management
Pennsylvania
$631K +$85K +1,106 +16%
DWM
500
Dakota Wealth Management
Florida
$627K +$40.5K +527 +7%
18 19
20
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